This is going to be BIG.

MAY 5, 2011

VC Blogger Fanboy This geek reads all the blogs religiously and is a lean startup ninja. Businessguy Bob On the other hand, having a 35 year veteran of the management consultant consulting industry doesn't mean automatic business success when your industry is being highly disrupted by technology this person doesn't even use.

Due Diligence 111

Due Diligence Startups Consulting Consultants 111

Sara Grillo

DECEMBER 11, 2023

Today I have Paul Barry, CEO of Middle Street Capital. For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What does low fee financial advice actually look like, from the inside?

Consulting 59

Consulting Consultants Due Diligence Education 59

Indigo Marketing Agency

SEPTEMBER 16, 2024

Planning ahead gives you the time to create a strategy that actually works , whether it’s video content, thoughtful blogs, or building an online presence that reflects who you really are. Your clients want to hear from you—not just read a blog or look at a brochure. Consistency Is Key Consistency in your marketing efforts is crucial.

Consulting 52

Consulting Consultants Prospects Education 52

Diamond Consultants

JUNE 1, 2023

To be sure, Focus, CI, and Beacon Pointe have built extraordinary franchises focused on inorganic growth, each hitting on all the right data points and capturing the attention of the most well-capitalized and bullish buyers.

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

Diamond Consultants

MAY 14, 2024

Others may find the operational burden too overwhelming or the initial startup costs and capital outlay too great to overcome. Data derived from Diamond Consultants 2023 Advisor Transition Report. Starting a practice at an Independent Broker Dealer or by becoming an independent contractor under an existing RIA firm.

Startups 105

Startups Consulting Consultants Banks 105

Sara Grillo

AUGUST 25, 2023

I am an irreverent and fun marketing consultant for financial advisors. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Three Creeks Capital – Ryan A. 56 Capital Partners www.56capitalpartners.com Before we get into it, here are some resources that may help you. Single parents.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Sara Grillo

JANUARY 19, 2024

This blog provides a few Twitter tips for financial advisors that you can use to build a community, get leads, and get new clients. But first… For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. Please sign up here !

Consulting 52

Consulting Consultants Prospects Accounting 52

Walkner Condon Financial Advisors

MARCH 16, 2023

We also wrote a less technical blog post on bond duration you can read here. When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets. Think of this as Mary Bailey reaching into her purse and pulling out the wedding gift money.

Banks 98

Banks Financial Institutions Startups Assets 98

Diamond Consultants

OCTOBER 10, 2023

Advisors continue to break away from captive environments for independence, with some 6,873 making the leap in 2022 according to the Diamond Consultants Advisor Transition Report. However, these advisors are simultaneously forgoing massive recruitment bonuses from competing firms and a less labor-intensive transition process.

Consulting 52

Consulting Consultants Prospects Taxes 52

Integrity Financial Planning

DECEMBER 11, 2023

In addition, theoretically, bonds may see an influx of capital, helping push their prices higher, even though their yields might be relatively lower. As such, high inflation could be a sign of an over-stimulated economy or one where capital isn’t flowing well.

Portfolios 97

Portfolios Consulting Consultants Assets 97

The Motley Fool

NOVEMBER 18, 2023

There I discovered that you blogged extensively, I would say, especially 2009-2015. Elizabeth, is that still true, and what are your reflections on your blogging days? Then came back and got a job doing consulting, but policy research in a consulting capacity. Elizabeth Hargrave: That is still true.

Consulting 130

Consulting Consultants Crowdfunding Capital 130

Walkner Condon Financial Advisors

MAY 31, 2024

They might find themselves in a lower capital gains tax bracket, or in some cases people are surprised that they may even be in the 0% capital gains bracket. Timing: You can sell any time during the year, but doing so later provides a clearer picture of your income and capital gains bracket. directly to a qualified charity.

Taxes 105

Taxes Liabilities Mutual Funds Assets 105

Indigo Marketing Agency

JANUARY 17, 2022

He’s probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his Twitter —both of which have cult-like followings. 6. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Guess what?

Education 52

Education Consulting Consultants Finance 52

Pension Pulse

SEPTEMBER 25, 2024

Chinook will manage the assets and deploy capital, with CDPQ becoming a minority shareholder to support the firm's growth and its natural capital portfolio expansion. CDPQ has previously partnered with leaders in timberland, agriculture, wetlands restoration, carbon capture, and species protection in the US and Australia.

Stakes 59

Stakes Asset Management Assets Consulting 59

Sara Grillo

MARCH 13, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Sara G Biographies About Phil Bak Phil is the Founder/CEO of atNav, an early stage capital markets technology company.

Exchange-Traded Funds 59

Exchange-Traded Funds Consulting Consultants Bidding 59

Sara Grillo

OCTOBER 16, 2023

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For such a recommendation, consult with a financial advisor. And now – let’s get onto the show!

Consulting 52

Consulting Consultants Taxes Prospects 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Education 52

Education Financial Services Finance Financing 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. In this blog post , we share some of Samantha’s insights on authenticity being key when using webinars and courses to attract clients.

Education 52

Education Finance Financing Financial Services 52

The Motley Fool

MAY 28, 2024

Also, Whole Foods co-founder John Mackey talks through lessons learned about life and business and his book The Whole Story: Adventures in Love, Life, and Capitalism. There was a great blog post this week from Liz Reid, the head of Google search. Two stocks worth watching: Shopify and T. Rowe Price.

Investors 130

Investors Stakes Consulting Consultants 130

Diamond Consultants

SEPTEMBER 6, 2022

What a difference a decade has made for advisors seeking capital. Even as recently as 10 years ago, those looking for liquidity—whether to transition to independence, monetize a portion of their practice, or obtain capital to accelerate growth—could either self-finance or go to an independent broker-dealer for a nominal forgivable loan.

Capital 52

Capital Stakes Finance Financing 52

Clearlake Capital Group

OCTOBER 1, 2024

October 1, 2024 – Clearlake Capital Group (“Clearlake”) and Francisco Partners announced today that they have completed their acquisition of the Synopsys Software Integrity Group, establishing the newly independent application security company as Black Duck Software, Inc. About Clearlake Capital Clearlake Capital Group, L.P.

Legal 45

Legal Consulting Consultants Capital 45

Pension Pulse

MAY 16, 2024

Razak Musah Baba of IPE Real Assets reports Vantage Data Centers EMEA to expand with €750m from Ares, CDPQ and Schroders: Vantage Data Centers is expanding its EMEA platform with €750m financing from Ares Management, Caisse de depot et placement du Quebec (CDPQ) and Schroders Capital.

Finance 59

Finance Financing Debt Due Diligence 59

Pension Pulse

JULY 6, 2023

in Engineering and Wharton School of Business with an MBA, Pereira’s years of financial services industry experience extends to consulting having been with Boston Consulting Group advising a broad range of clients with a focus on financial institutions and consumer companies. After graduating University of Toronto with a B.Sc.

Pension Funds 40

Pension Funds Consulting Consultants Investing 40

ClearMoney

DECEMBER 14, 2021

In equities, this motivates the use of price variables, such as market capitalization and relative price, and cash flow variables, such as profitability, to systematically identify differences in expected stock returns. 6“An Exceptional Value Premium,” Insights (blog), Dimensional Fund Advisors, October 2020. 1 (January 2016): 69–103.

Investing 52

Investing Mutual Funds Consulting Consultants 52

The Motley Fool

JANUARY 25, 2024

Jason Moser: Tangible common equity, it's a measure of a company's physical capital. But tangible common equity is focused on the physical capital. It can be used in many cases, and particularly with banks, it can be used to calculate capital adequacy. How well capitalized, how solvent is this bank?

Investors 130

Investors Taxes Banks Education 130

Sara Grillo

DECEMBER 12, 2022

For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Chris Randall is the Founder & CEO of Axis Capital Management. Chris Randall.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Middle Street Capital, LLC. See you in the next blog! Can I get a whoo hoo on that?

Assets 52

Assets Due Diligence Consulting Consultants 52

Diamond Consultants

DECEMBER 16, 2024

Namely, even when senior advisors have a rockstar inheriting advisor in place, these Gen 2 advisors seldom have the capital at hand to facilitate the purchase of the book in a timely and orderly fashion. But there is another wrinkle to this dilemma thats often overlooked.

Leveraging 52

Leveraging Stakes Finance Financing 52

Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

Enterprise Values 59

Enterprise Values Buyout Finance Financing 59

Pension Pulse

OCTOBER 20, 2023

CPPIB hired its own third-party market research firm to analyze the survey, and says the resulting report by Innovative Research Group concluded the survey “failed to meet its objectives of effective public consultation.” in a joint transaction with private investment firm Searchlight Capital Partners.

Investing 59

Investing Consulting Consultants Debt 59

Pension Pulse

DECEMBER 11, 2024

Selling and leasing back their towers, along with some that have yet to be constructed, is a way of smoothing out that investment by paying for it in the form of rent rather than capital expenditure. Together, we will bring international sector expertise and long-term capital to support Connexa in delivering its growth strategy.

Stakes 59

Stakes Assets Shareholders Pension Funds 59

Ballast Advisors

MARCH 17, 2023

Plan Your Capital Gains & Losses If you have investments, you can minimize your tax liability by planning your capital gains and losses strategically. For example, you can offset capital gains by selling investments that have lost value.

Taxes 40

Taxes Liabilities Consulting Consultants 40

The Big Picture

AUGUST 21, 2024

For more info, see: Professional Bio Blog: Musings on Markets Masters in Business LinkedIn Twitter ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. A very young, a startup is like a baby, needs constant care and attention and capital.

Companies 64

Companies Startups Venture Capital Consulting 64

Fortune Financial

JANUARY 11, 2024

Additionally, enriching this knowledge base by bringing in external experts or consultants for specialized topics can give employees a deeper understanding of their benefits, providing employees with the information needed to enjoy what the company offers. Please consult with a qualified professional for this type of advice.

Education 59

Education Legal Taxes Consulting 59

The Private Equiteer

FEBRUARY 5, 2025

Intermediary Relationships: Investment bankers, brokers, and consultants who understand the middle market can be your best friends. Online Marketplaces: Theres a growing number of platforms where companies looking for capital can list themselvesanother valuable channel for generating inbound leads.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Sara Grillo

JANUARY 9, 2023

Or is it just a quarterly list of bulleted points, such as this example from Axis Capital Management ? This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Education 52

Education Legal Assets Consulting 52

Integrity Financial Planning

DECEMBER 11, 2023

In addition, theoretically, bonds may see an influx of capital, helping push their prices higher, even though their yields might be relatively lower. As such, high inflation could be a sign of an over-stimulated economy or one where capital isn’t flowing well.

Portfolios 52

Portfolios Consulting Consultants Assets 52